Sheet Metal Workers Pension Fund Of Local Union No. 19
Sponsored by Sheet Metal Workers Pension Fund Of Local Union · EIN 231494364 · Plan #001
- Total assets
- $519M
- Net assets
- $519M
- Active participants
- 1,833
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Stoneridge Investment Partners Llc CRD 109261 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Contessa Capital Advisors Llc CRD 319652 | fuzzy_auto · 94% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Nb Alternatives Advisers Llc CRD 149822 | deterministic · 100% | 2024 |
| Northern Trust Global Investments Ltd CRD 111900 | fuzzy_auto · 94% | 2024 |
| Rcp Advisors, Llc CRD 119813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old Glory Asset Management | Investment management, Investment management fees (direct) | $377,162 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $313,483 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $295,082 |
| Rbc Global Asset Management Inc | Investment management, Investment management fees (direct) | $264,110 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $263,406 |
| Thomas Klingenberg | Employee (plan), Direct payment from the plan | $225,056 |
| Investment Performance Services, Ll | Investment advisory (plan), Investment management fees (direct) | $210,000 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $198,987 |
| Stoneridge Investment Partners Llc | Investment management, Investment management fees (direct) | $193,510 |
| Dennis Siravo | Employee (plan), Direct payment from the plan | $167,190 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $163,680 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $156,185 |
| Christopher Downey | Employee (plan), Direct payment from the plan | $134,344 |
| Bridgeway Benefit Technology | Recordkeeping, Direct payment from the plan | $133,766 |
| Neuberger Berman | Investment management, Investment management fees (direct) | $124,566 |
| Nb Alternatives Advisers Llc | Investment management, Investment management fees (direct) | $110,000 |
| Nicole Braker | Employee (plan), Direct payment from the plan | $88,909 |
| Kristen N. Sheasley | Employee (plan), Direct payment from the plan | $84,396 |
| Spear Wilderman, Pc | Legal, Direct payment from the plan | $77,388 |
| Maryellen Kane | Employee (plan), Direct payment from the plan | $76,695 |
| Sheryle Mulholland | Employee (plan), Direct payment from the plan | $75,920 |
| Elizabeth Forbes | Employee (plan), Direct payment from the plan | $71,973 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $71,667 |
| Ashley Coyle | Employee (plan), Direct payment from the plan | $56,840 |
| Debra Cabida | Employee (plan), Direct payment from the plan | $54,720 |
| Entrust Partners Llc | Investment management, Investment management fees (indirect) | $53,417 |
| Susanin Widman & Brennan Pc | Legal, Direct payment from the plan | $52,670 |
| Yanira Rodriguez | Employee (plan), Direct payment from the plan | $52,597 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $51,052 |
| Ashley Gilderman | Employee (plan), Direct payment from the plan | $45,599 |
| Zuliana M Velez Osorio | Employee (plan), Direct payment from the plan | $43,588 |
| Principal Financial Group, Inc. | Custodial (securities), Direct payment from the plan, Other services | $36,894 |
| The Northern Trust Investments, Inc | Investment management, Investment management fees (direct) | $23,572 |
| Apollo Advisors Viii, L.P. | Investment management, Investment management fees (direct), Other investment fees and expenses | $19,792 |
| Paychex Inc | Other services, Direct payment from the plan | $9,671 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Rcp Advisors Ii Llc | Investment management, Investment management fees (indirect), Investment management fees (direct) | $0 |
| Conestoga Capital | Investment management, Investment management fees (indirect), Securities brokerage commissions | $0 |